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SCHEDULE 13D/A Filed 2026-06-24 Event 2026-06-17 SEC 0001104659-26-077403 →

Altitude V Holdings, LLC AeroVironment Inc AVAV

Stake: 13.50% Shares: 6,728,262 CUSIP: 008073108 Class: Common Stock, $0.0001 par value

Item 4 — Purpose of Transaction

Item 4 of the Schedule 13D is hereby amended to include the following: On June 16, 2026, each of David Wodlinger and Henry Albers provided separate notices informing the Company of their resignation from the Company's board of directors (the "Board") effective June 17, 2026. Both Mr. Wodlinger and Mr. Albers noted in their separate letters that their decision to resign from the Board is not the result of any disagreement with management on any matter relating to the Company's operations, policies, or practices. As previously disclosed, on May 1, 2025, Mr. Wodlinger and Mr. Albers were appointed to the Board after being named designees of ACP V and ACP VI (collectively, the "Shareholder"), in accordance with the terms of the Shareholder's Agreement, which was previously filed as Exhibit 99.3 to the Schedule 13D. Following the resignations of Messrs. Wodlinger and Albers, the Shareholder retains the right to designate two successor directors to fill the vacancies created by the resignations. As of the date of this report, the Shareholder has not designated any successor directors. Following these resignations, the Board consists of eight directors.

Cross-References

Insider Activity (last 365d)
2 transactions
1 buys · 0 sales · 0 awards/exercises
Issuer Cluster
1 13D/G filings on this issuer
0 other filings besides this one
Filer Track Record
1 filings by this filer
0 other filings in the data moat
Short Interest · settle 2026-07-15
DTC 1.81
3,840,514 shares short · -6.3% vs prior

Institutional Consensus · 2025-12-31

Held by elite portfolio managers
1 holder · $51.35M
Point72 Asset Mgmt

Post-Filing Returns · since 2026-06-17 on AVAV

+1 day
+1.5%
+5 days
-9.4%
+30 days
-14.9%
+60 days
+90 days
+180 days

Anchor price 167.11 on closest trading day on/after 2026-06-17. Source: Yahoo Finance daily adj_close (split + dividend adjusted).

Form 4 Insider Transactions · last 365d

DateInsiderRoleTypeSharesPriceValue
2026-07-10 Nawabi Wahid director, officer F 5,246 $144.58 $758K
2026-04-13 Smith Robert Fendlay officer Award 1,800 $194.39 $350K

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